Dues Installment Program Enrollment (DIP) Payment Decline Processing

Owned by Wanda Chambers (Unlicensed)
Last updated: Feb 24, 2022
3 min read
Click here to download pdf version

Process payment declines from memberships enrolled in the the Dues Installment Program.

  • Payments scheduled that are declined should be processed manually
  • Conduct outreach to member an obtain updated payment information, if applicable
  • Apply payment for the missed/declined payment



Step 1: Locate Contact record and current Sales Order for member enrolled in DIP with declined DIP payment

  


Select Sales Order (example from production site)



Step 2: Locate Scheduled Payments (records from test site are referenced from this point forward)




Step 3: Note the declined payment and return to Sales Order. 


Step 4: Select Apply Payment



Step 5:  Provide payment information for the declined installment

Select Payment Type from drop down

Confirm Payment Applied amount





Step 6: Select Apply Payment and provide payment information

       


Select Continue to Convert to Invoice






Step 7: Provide payment information and select Process Payment




Step 8: Review payment receipt lines






Step 9: Return to Sales Order and review payment information





Step 10: Select to review payment schedule to confirm remaining scheduled payments.